See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,546 | $68,547-5.8% | $120,354-46.4% | $80,856-20.2% |
| Participation rate | 58.9% | 61.6%-2.7pp | 71.9%-13.0pp | 67.6%-8.7pp |
| Annual return | 10.78% | 23.60%-12.8pp | 107.15%-96.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,071 | $2,051-47.8% | $3,463-69.1% | $2,755-61.1% |
| Participant deferral / active EE | $2,679 | $3,173-15.6% | $4,991-46.3% | $4,296-37.6% |
| Admin fee / account holder | $9,816 | $5,732+71.2% | $9,423+4.2% | $6,918+41.9% |